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RSBA

Return Stacked Bonds & Merger Arbitrage ETF
RSBA

17 hedge funds and large institutions have $43.6M invested in Return Stacked Bonds & Merger Arbitrage ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

151% more capital invested

Capital invested by funds: $17.4M → $43.6M (+$26.2M)

143% more funds holding

Funds holding: 7 → 17 (+10)

20.86% more ownership

Funds ownership: 55.58% → 76.44% (+21%)

Holders
17
Holders Change
+10
Holders Change %
+142.86%
% of All Funds
0.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
6
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$4.73M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
+$4.49M
3
SWM
Stapp Wealth Management
Washington
+$2.68M
4
SPC
Sigma Planning Corp
Michigan
+$2.21M
5
MCM
MAI Capital Management
Ohio
+$2M

Top Sellers

Rank Fund Capital Flow
1
WAM
Worth Asset Management
Texas
-$214K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
1
Wealthcare Advisory Partners
Pennsylvania
$10.3M +$4.49M +214,589 +76%
MG
2
Marex Group
$8.3M +$1.84M +88,000 +28%
MCM
3
MAI Capital Management
Ohio
$5.35M +$2M +95,848 +59%
MG
4
Mather Group
Illinois
$4.7M +$4.73M +226,407 New
SWM
5
Stapp Wealth Management
Washington
$2.66M +$2.68M +128,143 New
SPC
6
Sigma Planning Corp
Michigan
$2.42M +$2.21M +105,468 +966%
HH
7
Hilltop Holdings
Texas
$1.97M +$1.99M +95,000 New
OPWM
8
Oregon Pacific Wealth Management
Oregon
$1.79M +$1.8M +86,028 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.49M +$1.5M +71,946 New
LWMI
10
Legacy Wealth Management (Idaho)
Idaho
$1.3M +$122K +5,830 +10%
IWP
11
Innova Wealth Partners
Pennsylvania
$886K +$893K +42,699 New
Jane Street
12
Jane Street
New York
$817K +$823K +39,375 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$558K +$562K +26,868 New
Citadel Advisors
14
Citadel Advisors
Florida
$469K +$472K +22,585 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$399K +$387K +18,490 +2,512%
PFA
16
Professional Financial Advisors
Nebraska
$230K +$232K +11,095 New
UBS Group
17
UBS Group
Switzerland
$7.76K +$7.82K +374 New
WAM
18
Worth Asset Management
Texas
– -$214K -10,270 Closed

RSBA Hedge Fund Activity: Q1 2026 in Review

17 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Return Stacked Bonds & Merger Arbitrage ETF (RSBA) for Q1 2026, worth a combined $43.6M — up 151% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RSBA positions and 1 closed out — a net gain of 10 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Mather Group, opening a new position worth an estimated $4.73M. The largest seller was Worth Asset Management, exiting entirely with an estimated $214K sold.

  • 17 institutional investors held Return Stacked Bonds & Merger Arbitrage ETF (RSBA) as of Q1 2026, up from 7 in Q4 2025.
  • Funds reported $43.6M of Return Stacked Bonds & Merger Arbitrage ETF stock for Q1 2026, up 151% quarter-over-quarter.
  • 11 funds opened new Return Stacked Bonds & Merger Arbitrage ETF positions in Q1 2026 and 1 closed out, a net change of +10 holders.
  • The largest Return Stacked Bonds & Merger Arbitrage ETF buyer in Q1 2026 was Mather Group, an estimated $4.73M added.
  • The largest Return Stacked Bonds & Merger Arbitrage ETF seller in Q1 2026 was Worth Asset Management, an estimated $214K sold.

Based on aggregated 13F filings for Q1 2026.